Changes between Version 7 and Version 8 of projects/crm_review/usecases
- Timestamp:
- Sep 3, 2008, 6:35:58 PM (16 years ago)
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projects/crm_review/usecases
v7 v8 46 46 I was able to create new fields and new groups very easily. I was impressed with being able to create groups either based on picking individuals to add or based on a query (for dynamic groups). 47 47 48 I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. The ability to add meetings for multiple users [http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.0+(original+list) seems to have made it to a list of candidate features for 2.0], however, it doesn't seem to have made the cut. There's another [http://wiki.civicrm.org/confluence/display/CRM/Activity+Data discussion about re-doing activities] but it doesn't seem to include the feature of multiple-users for a single activity. It still may be possible, but will require more searching around. 48 I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. The ability to add meetings for multiple users [http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.0+(original+list) seems to have made it to a list of candidate features for 2.0], however, it doesn't seem to have made the cut. There's another [http://wiki.civicrm.org/confluence/display/CRM/Activity+Data discussion about re-doing activities] but it doesn't seem to include the feature of multiple-users for a single activity. It still may be possible, but will require more searching around. So, at this point, I'm not sure the best way to indicate that a collection of members attended a meeting and that one member was the facilitator. 49 49 50 50 Not a big deal but... my first instinct was to find the household I wanted to add a contact to, however, when I found the household and click relationships, I could only choose from existing contacts. Adding the contact first, then adding the contact to the household was the right way to do it. 51 51 52 52 CiviCRM comes with a "source" field to indicate (I think) where you met the contact. In some cases, a drop down might be preferred to enforce data integrity, however, that could be added as a custom field. I wonder how to make a CiviCRM defined field go away? 53 54 I was really impressed with the membership status search capacity. In theory I should be able to create a group of expired members. In practice, though, I couldn't figure out how to expire a member. I tried changing the membership end date. I also tried creating a new membership with a membership end date in the past. In both cases the status remained new. I also tried manually running the cron job. Since I'm doing something that you really aren't supposed to do, I'm not sure if this is a bug or just CiviCRM refusing to be fooled. 55 56 There's a way to put an email address on hold, but not phone. Good tools for indicating preferred phone and email, however, not built-in for best time to contact (could be easily added as custom field). 57